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Experts’ dismissal of Tesla’s Full Self Driving push proves Elon Musk is still not taken seriously
Despite delays, Elon Musk remains optimistic that Tesla’s efforts to achieve Full Self Driving will bear fruit soon. This was highlighted in a statement during his appearance at the recently held 2020 World Artificial Intelligence Conference in China, where he noted that Tesla is closing in on “Level 5” functionalities. Experts in the field of automation beg to differ.
In a recent statement to Automotive News, Sam Abuelsamid, principal analyst at Guidehouse Insights (formerly Navigant Research) and Missy Cummings, director of the Humans and Autonomy Laboratory at Duke University, openly dismissed Tesla’s efforts to achieve full self driving. In a scathing rebuke, Abuelsamid described Musk’s targets as absurd. He also expressed his pessimism about Tesla’s approach to automation, which focuses on vision and artificial intelligence.
“The cars they are building will never be Level 5, period. It’s nonsense. He needs to shut up until he can deliver something. The premise of making highly automated systems on cameras alone is fundamentally flawed. Their approach to software doing end-to-end AI systems is almost certainly not going to work. I don’t believe it can work. AI is too brittle,” he said.
It should be noted that Abuelsamid recently published a study ranking companies that are currently pursuing autonomy. Similar to studies conducted by Guidehouse Insights when it was still operating as Navigant Research, Abuelsamid ranked Tesla dead last, even behind startups like Navya, which have limited real world driving data.
Abuelsamid’s sentiments were echoed by Missy Cummings, who also argued that there is no way that Tesla could achieve Level 5 autonomy with its vehicles. In a statement to KCBS Radio, Cummings noted that Elon Musk likely does not understand what Level 5 Automation really is. This is an interesting comment from the director of the Humans and Autonomy Laboratory at Duke University, considering that Waymo CEO John Krafcik noted last year that ultimately, “Level 5 is a bit of a myth.”
“There is no way, shape, or form the car is going to be Level 5. He doesn’t really understand what Level 5 is. I think what he means is Level 4, and he’s not even going to get Level 4. The perception systems don’t work well in weather conditions, with long shadows. We know the Tesla perception system, and the news is it’s a really bad system,” she remarked.
While there is some merit in criticizing the Tesla CEO for missing his targets with regards to the release of the electric car maker’s full self driving system, it seems far too careless to simply dismiss all the work that Tesla has accomplished over the years either. The company, after all, is gathering real world driving data at an unprecedented scale that’s unrivaled by companies like Waymo, and that matters much when it comes to training neural networks, as emphasized by ARK Invest CEO Cathie Wood. Tesla’s vision based approach to autonomy has also gained support from notable names such as George Hotz, who believes that Tesla would eventually become the Apple of self driving cars.
It is unfortunate, but based on the dismissive and almost aggressive rebuke of Tesla’s efforts from the experts tapped by Automotive News, it appears there is still a general tendency to completely dismiss Elon Musk and his initiatives. Interestingly enough, these statements are pretty familiar to those who have followed the SpaceX and Tesla story over the years. It may be difficult to recall at this point, but there was a time when it was believed that landing the Falcon 9 first stage on land and an autonomous barge on the sea is impossible. There was also a time when the Model X was considered unbuildable.
Fortunately, Tesla and its CEO are a stubborn bunch, and it takes a lot more than skepticism to discourage the company. This is especially notable considering that Tesla is currently looking to roll out a massive rewrite of its Autopilot suite, which should take the company even closer to full self driving. Perhaps this time around, Elon Musk’s statements about Level 5 Autonomy may actually be pretty accurate, at least in terms of its features and timeframe.
“I’m extremely confident that level five or essentially complete autonomy will happen, and I think, will happen very quickly,” said Musk, answering another question. I think at Tesla, I feel like we are very close to level five autonomy. I think—I remain confident that we will have the basic functionality for level five autonomy complete this year,” Musk said at the 2020 WAIC.
Tesla’s dreams of operating a fully autonomous ride-hailing platform just took a massive step toward reality, as two separate events have indicated the company is perhaps closer than ever to achieving self-driving as a product.
On Thursday, Tesla was granted authorization by the State of Texas to operate driverless vehicles in a commercial manner. On May 28, Senate Bill 2807, passed by the 89th Texas Legislature, took effect after being passed back on September 1, 2025.
The bill establishes a statewide regulatory framework requiring authorization from the Texas Department of Motor Vehicles for companies to operate automated vehicles commercially on Texas roads.
This covers driverless, or SAE Level 4+, operations for passenger transport, meaning Robotaxi, or freight.
Tesla and other companies can self-certify their vehicles and tech as long as they:
- Operate in compliance with Texas traffic laws
- Maintain proper registration, title, and insurance
- Use compliant automated driving systems
- Record onboard activity and handle system failures and glitches safely.
The new authorization, which was first reported by James Stephenson on X, allows companies to utilize their own processes to determine if their vehicles are ready to operate without drivers.
🚨BREAKING:
Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA pic.twitter.com/KSJdsvlaW5— James Stephenson (@ICannot_Enough) May 28, 2026
It is a rule that expedites the entire approval process, keeping agencies out of a usually long, lengthy, and frustrating task that is essential to technological advancements.
On the very same day, Tesla continued the momentum as CEO Elon Musk shared a video of Cybercab units autonomously driving off the property at Gigafactory Texas. This is a major step in the story of the Cybercab.
Mass production of the Cybercab started at Giga Texas in April, and it is already heading out of the factory on its own.
Cybercab driving itself out of the GigaTexas factory pic.twitter.com/EwAMVVDjYy
— Elon Musk (@elonmusk) May 28, 2026
These two major events mark a drastic step forward in Tesla’s progress toward Cybercab and the permissions it needs to operate a self-driving ride-hailing service. Tesla is now able to operate autonomously under Texas law by self-certifying, and with the potentially imminent rollout of Cybercab, Tesla’s autonomous dreams are starting to take serious shape.
Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
The Space Force just handed SpaceX $2.29 billion to build the military’s space internet backbone.
The U.S. Space Force awarded SpaceX a $2.29 billion contract on May 26, 2026 to build the backbone of its Space Data Network, a satellite-based communications system designed to keep American military forces connected anywhere on Earth in real time. The contract is firm-fixed-price and requires SpaceX to deliver a fully operational prototype by the end of 2027.
In plain terms, the SDN Backbone is the plumbing behind the military’s space-based internet. It functions as a low Earth orbit satellite constellation providing robust, high-capacity, and low-latency data transport for the Joint Force, connecting sensors and weapons systems continuously, globally, and securely. Think of it as a private, hardened version of Starlink built specifically for battlefield communications, one that soldiers, ships, and aircraft can rely on even in contested environments where ground-based networks have been disrupted.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The Space Force was direct about why SpaceX was selected. “The SDN Backbone leverages the best of commercial innovation and delivers a strong foundation for the SDN mission set — a huge benefit and enabler for our warfighters,” said USSF Col. Ryan Frazier.
“We aren’t trading speed for scale; we are demanding both. By using rapid prototyping and Other Transaction Authorities, we are ensuring our advanced solutions are integrated and delivered to the warfighter as fast as possible,” added USSF Lt. Col. Fry, SDN Backbone system program manager.
The SDN Backbone will work alongside the Space Development Agency’s Transport Layer, with the two systems forming a unified open architecture to provide critical data transport for current and future Department of War missions.
As Teslarati has reported, this is not SpaceX’s first Space Force contract of 2026. In April, the Space Force awarded SpaceX $178.5 million to launch missile tracking satellites, and SpaceX is already embedded in the Golden Dome missile defense software group. The $2.29 billion SDN Backbone award puts SpaceX at the center of how the American military communicates in space, a position with direct implications for its reported $1.75 trillion IPO valuation as the company heads toward a public offering as early as June 2026.
Tesla’s Robotaxi dreams just took a massive step toward reality
The Tesla and SpaceX merger everyone is talking about is quietly building
